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Position
Serving clients in
The Midlands
James Herbert
Chartered Financial Planner
His favourite part of his role as an Independent Financial Adviser is meeting his clients, getting to know them, and understanding their diverse range of needs and goals. He loves creating and then putting into action a financial plan that will help his clients achieve their objectives.
James is a keen amateur sportsman who enjoys playing football, golf and squash. When time allows, he loves to escape to the mountains for a walk or some rock climbing. He lives in Uttoxeter with his wife, baby daughter and two dogs.
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